|
1
|
|
$34.1M
|
-$779K
|
-21,322
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$28.2M
|
-$627K
|
-17,177
|
-2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$14M
|
+$3.5M
|
+95,952
|
+36%
|
|
|
4
|
Columbia River Financial Group
Vancouver,
Washington
|
$11.6M
|
+$664K
|
+18,191
|
+6%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$11.6M
|
+$1.47M
|
+40,238
|
+15%
|
|
|
6
|
Empirical Wealth Management
Seattle,
Washington
|
$8.58M
|
+$30.8K
|
+844
|
+0.4%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$7.64M
|
-$93.1K
|
-2,550
|
-1%
|
|
|
8
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$7.17M
|
+$3.47M
|
+94,878
|
+115%
|
|
|
9
|
Concord Wealth Partners
Abingdon,
Virginia
|
$6.65M
|
+$2.95M
|
+80,859
|
+87%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$6.6M
|
-$484K
|
-13,242
|
-7%
|
|
|
11
|
Q3 Asset Management
Birmingham,
Michigan
|
$5.87M
|
+$5.59M
|
+153,000
|
New
|
|
|
12
|
Allen Capital Group
Grand Island,
Nebraska
|
$5.62M
|
-$51.9K
|
-1,421
|
-1%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$4.63M
|
-$256K
|
-7,018
|
-5%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.07M
|
-$35.5K
|
-971
|
-0.9%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.07M
|
+$645K
|
+17,654
|
+20%
|
|
|
16
|
Baker Avenue Asset Management
San Francisco,
California
|
$3.09M
|
-$3.93M
|
-107,505
|
-57%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.03M
|
-$318K
|
-8,712
|
-10%
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
$3M
|
-$66.4K
|
-1,817
|
-2%
|
|
|
19
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$2.72M
|
+$1.46M
|
+39,957
|
+129%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.7M
|
+$149K
|
+4,079
|
+6%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.17M
|
+$180K
|
+4,934
|
+10%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.16M
|
-$16.3K
|
-447
|
-0.8%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$2.08M
|
-$341K
|
-9,343
|
-15%
|
|
|
24
|
WealthShield Partners
Cary,
North Carolina
|
$1.89M
|
+$64.3K
|
+1,760
|
+4%
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
$1.72M
|
+$60.1K
|
+1,645
|
+4%
|
|
